Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Jim serves as a member of the senior management team of Spectrum Financial Group in Addison, Texas with his primary focus on Business Planning, Estate Planning, Special Needs Planning and Advisor Support & Training.
Jim joined the firm over 28 years ago and built his practice in East Texas through 2003 and he currently maintains those relationships through the help of his 3 business partners in Tyler.
Following a tour in Viet Nam, Jim and his wife, Judy, moved to Tyler where he spent the next 15 years working in industry management with sole proprietorships, partnerships, private corporations and public international corporations. He has 4 grown children with 9 grandchildren.
He entered the Financial Services Industry in 1984 and has added to his Business Management Degree the Chartered Life Underwriter®, Chartered Financial Consultant® and Accredited Estate Planner designations®. He is one of the first in the nation to receive the Chartered Special Needs Consultant™ designation from the American College. He continues his education today as he prepares and presents continuing education programs for the insurance industry, CFP’s and CPA’s on an ongoing basis.
Jim is a tireless worker and recognizes that success comes from having a proper balance in all areas of life and business. His extensive background allows him to bring to the table both knowledge and experience for finding the unique solutions that best meet the client’s needs and desires.
Jimmy R. Turner is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5080 Spectrum Drive-# 902W, Addison, Texas 75001. Phone 972-458-9907.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies